TPG Financial Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 259 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
TPG Financial Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$2,915,000
-28.8%
56,897
-1.9%
2.89%
-14.3%
Q4 2019$4,095,000
+9.8%
58,016
+4.6%
3.38%
+0.5%
Q3 2019$3,731,000
+23.9%
55,451
+24.5%
3.36%
+21.8%
Q2 2019$3,012,000
-15.6%
44,546
-19.1%
2.76%
-20.1%
Q1 2019$3,570,000
+34.3%
55,056
+16.9%
3.45%
+19.5%
Q4 2018$2,659,00047,1122.89%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$27,430,00037.06%
Financial Advantage, Inc. 161,004$9,087,0007.42%
Permanens Capital L.P. 215,425$12,159,0004.58%
Intercontinental Wealth Advisors, LLC 129,745$7,323,0004.09%
Evolution Wealth Advisors, LLC 132,054$7,453,0003.40%
Clearwater Capital Advisors, LLC 273,496$15,436,0003.38%
Janney Capital Management LLC 1,046,878$59,086,0003.19%
TPG Financial Advisors, LLC 47,112$2,659,0002.89%
GenTrust, LLC 283,460$15,998,0002.86%
Itau Unibanco Holding S.A. 1,032,543$58,277,0002.64%
View complete list of WISDOMTREE TR shareholders